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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (7699)	11/11/2000 10:09:18 PM
From: gancho	Respond to of 30051

Hi zeev and thread here are some estimates for production revenue I dug up form the holy thread. hope this helps your estimate. looks like one shift perday on the three assembly lines produces an annual revenue rate of $120 million. three shifts per day would give a rate of $360 million per year. how many shifts will they be running From the Valance thread: Calcualtions indicate that 3 production lines can produce over 250 million watt hours per year. If they have already hired and trained the second shift, 2 shifts per day can produce 13 million wh/month x $2.50 or over $30 million per month in revenue. 1 shift per day for 3 lines is $10 million revenue per month or $30 million per quarter. Burn rate was estimated at about $6 million per quarter.

To: Zeev Hed who wrote (7699)	11/11/2000 11:20:34 PM
From: Larry Brubaker	Respond to of 30051

Zeev, going back to the previous 10-Q, there were over 36.8 million shares outstanding and 5.4 million additional diluted shares. Now there are 37.8 million outstanding, which has probably reduced the additional diluted shares to 4.4 million, for a total of 42.2 million. Add the 3 million shares to Telcordia and you get to 45.2 million. So my "from memory" number of 46 million wasn't far off, particularly when you factor in that Berg will be buying another $12 million of shares soon. I think the PR simply didn't mention the additional diluted shares, but upcoming the 10-Q will.